10/16/2026
Does this sound familiar? It’s year-end and you’re searching for missing receipts, answering questions about old transactions and trying to remember something that happened 6 months ago.
When you’re running a business, it’s easy for paperwork to get behind when there are other pressing priorities. But preparing for year-end becomes easier when you have a system in place.
That includes knowing what your accountant needs from you in advance so you have time to collect all of it.
We’ve come up with a year-end checklist to help you systematically get everything in order.
Prepare for business year-end with 8 practical steps for Canadian owners, from bank reconciliations and receipts to inventory, payroll and tax records.